Tax Advisory for Investment Management
Financial planners, wealth managers and investment counselors, and the private equity, real estate, debt and fund-of-funds vehicles they run, face layered, deferred and multi-state income. We understand how it works and plan for it.
You manage other people's wealth. Let us help with yours.
Advisory firm owners and fund managers receive income in many forms: management fees, performance allocations, carried interest and K-1s from many places.
We help principals structure their firms, plan for fund-level income and keep their personal tax picture as disciplined as the portfolios they manage. We are also an easy tax partner to refer clients to.
Bring these questions to your free call.
We speak your language.
A focused client base means we already understand how your income, entities and decisions work.
Certified Financial Planners
Planning firms and the advisors who own them.
Wealth & investment managers
RIA principals, portfolio managers and investment counselors.
Family wealth planners
Professionals serving multi-generational family wealth.
Private equity funds
Fund vehicles, general partners and management companies.
Real estate funds
Real estate fund vehicles, treated as investment funds first.
Debt funds & fund-of-funds
Credit funds and multi-manager structures.
Where planning makes the biggest difference.
These are the strategies we review most often with clients like you.
Management company structure
Entity and compensation planning for firm owners and partners.
Carried interest planning
Projecting performance allocations and holding-period considerations.
K-1 coordination
Organizing fund-level K-1s and the personal returns they feed.
Multi-state allocations
Handling state filing obligations for investors and partners.
Principal planning
Roth, estate and charitable strategies for firm owners.
Client referrals
A trusted CPA partner for your clients' complex tax needs.
The services that matter most.
Every engagement is tailored, but these are the services clients in this group use most.
Tax advisory for advisors and funds in Seattle, San Francisco & Orange County.
We work with financial planners, wealth managers and fund principals in Seattle and Bellevue, in San Francisco, and across Orange County, as well as advisory firms here in Portland.
For funds with partners in several states, we coordinate the state allocations and K-1s so principals and investors file correctly wherever they live.
RIA owners and wealth managers planning management company structure and personal tax.
Private equity and venture fund principals with carried interest and multi-state K-1s.
Fund managers navigating Washington’s capital gains tax.
Independent planners and advisory firms who refer clients for complex tax work.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
Do you work with fund vehicles as well as advisory firms?
Yes. We work with private equity, real estate and debt funds and fund-of-funds, as well as the management companies and principals behind them.
Why are real estate funds listed under investment management?
Because a fund is an investment vehicle first. Its tax issues, such as allocations, investor reporting and management company structure, have more in common with other funds than with direct property ownership.
Can you work alongside our fund administrator?
Yes. We coordinate with fund administrators and other service providers rather than replacing them.
Do you take client referrals from advisors?
Yes. Many advisors refer clients who need proactive tax planning, and we keep the advisor in the loop throughout.
Do you work with RIAs and fund managers in Orange County and San Francisco?
Yes. We provide tax services to advisory firms and fund principals in Orange County and San Francisco, as well as Seattle, Bellevue and Portland, including management company planning and multi-state K-1 coordination.
Plan your next move with a trusted advisor.
A free, no-obligation call with Amit to talk through your situation and goals.